Billionaire's Portfolio

November 20, 2019 Stop me if you've heard this one before:   'sources say, trade deal might not happen.'  These unnamed…

November 19, 2019 Historically, when the Fed ends a tightening cycle, it has been a great time to be in…

November 18, 2019 As we've discussed, the Fed has gone from shrinking the balance sheet (quantitative tightening) to expanding the…

November 15, 2019 We've talked about the melt-up scenario for stocks heading into the end of the year.  That's what…

November 14, 2019 As Trump has been battling China over the past nearly two years, in an effort to level the playing…

November 13, 2019 Powell's testimony to the Congressional economic committee today was a reminder for markets that the Fed has…

November 12, 2019 Trump touted the strength of the economy in a speech at the Economic Club of New York…

November 8, 2019 As the prospects of inking a limited trade deal have risen, so has the yuan. The PBOC…

November 7, 2019 We've talked about the ingredients in place for a "melt-up."  And it's not just stocks.  It's an…

November 6, 2019 If we look at the performance across the stock market since the Fed flipped directions on monetary…